Источник:
https://crmtipoftheday.com/1148/use-...orm-dashboard/
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Want to add some sizzle to you form configuration?
David Reinsvold recommends using
visual controls with calculated fields to create a nice looking dashboard in your Dynamics 365 Unified Interface form. The following is an example of an investor form that visually displays relevant investor data.
Let’s take a closer look at how this is built:
- Current Year return
- Calculated Field
- Data Type: Decimal Number
- Field Type: Calculated
- ((new_investmentvalue – new_investmentvaluejan1) / new_investmentvalue) * 100
- Control: Arc Knob
- Value: hsl_currentyearreturn
- Min: .1
- Max: 15
- Step: .1
2. Return vs. Goal
- Data Type: Decimal Number
- Field Type: Calculated
- (new_investmentvalue / new_investmentgoal) * 100
- Control: Arc Knob
- Value: hsl_goalprogress
- Min: 0
- Max: 100
- Step: 1
By combining visual controls with calculated fields you can easily add visual context to a record and give your users a richer user experience.
Thanks for the tip, David. Do you have a tip for us? Send it to
jar@crmtipoftheday.com.
(Facebook and Twitter cover photo by Paula May on Unsplash)
Источник:
https://crmtipoftheday.com/1148/use-...orm-dashboard/